JL MAG Rare-Earth Industry Price Briefing 12-04~12-08
Week 50,2023
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹和金屬釹價格出現(xiàn)小幅下跌;鏑鐵合金價格出現(xiàn)小幅上漲,金屬鋱價格維持不變。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格560-565元/KG;金屬釹價格570-580元/KG;鏑鐵合金價格2580-2600元/KG;金屬鋱價格9750-9950元/KG。
Rare earth market this week, PrNd and metal Nd prices fell slightly; DyFe alloy prices rose slightly, while Tb prices remained unchanged. Asian metal weekend price: PrNd metal price 560-565 yuan /KG; Nd metal price 570-580 yuan /KG; DyFe alloy price 2580-2600 yuan /KG; Tb metal price 9750-9950 yuan /KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周(12.4-8,下同)市場整體走勢再度延續(xù)下滑,且下滑速度加快,整體走勢未有改善,采購支撐尚且艱難,遑論年底將至,現(xiàn)金流壓力凸顯。在年尾之際,市場一反常規(guī)走勢,上游企業(yè)競相出貨,而下游訂單繼續(xù)收縮采購克制,主流看跌情緒影響下,稀土走勢暫難看到止跌跡象。
在價格不斷靠近成本線附近后,筑底的微妙變化或許會陸續(xù)出現(xiàn),對于近期走勢雖仍一直看弱,卻已對接下來是否有機會逆轉(zhuǎn)開始思考,瑞道認為,雖整體經(jīng)濟形式依舊在調(diào)整,導(dǎo)致需求增量難有起色,但目前價格已近幾年低位,在接近相對低谷價位前,市場的成本支撐力度依舊存在,且至少保溫可期。(瑞道稀土資訊)
This week (12.4-8, the same below) the overall trend of the market continued to decline again, and the decline accelerated, the overall trend did not improve, procurement support is still difficult, let alone the end of the year is approaching, cash flow pressure highlights. At the end of the year, the market has an unusual trend, upstream companies compete to ship, while downstream orders continue to shrink procurement restraint, under the influence of the mainstream bearish sentiment, rare earth trend is difficult to see signs of stop.
After the price continues to get close to the cost line, the subtle changes in the bottom may appear one after another, although the recent trend has been weak, it has begun to think about whether there is an opportunity to reverse the next, Rui Tao believes that although the overall economic form is still adjusting, resulting in demand growth is difficult to improve, but the current price has been low in recent years, before approaching the relative trough price, The cost support of the market still exists, and at least the heat preservation can be expected. (Ruidao Rare Earth Information)
3.趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2023年12月08日
December 8th, 2023
提示:以上信息僅供參考!
Notes: the information above is for reference only!